Equity Trust Company Mission Statement
Flexibility - Control - Outstanding Client Service
The mission of Equity Trust Company is to help investors make tax free profits through education, innovation and a commitment to understanding their individual needs.
While all companies rely on profitability to survive, the truly successful ones do so through a dedication to quality service. This is a core value at Equity Trust Company; our ultimate goal is to provide complete client satisfaction. It is our belief that each client is not a number; rather, each is an individual, with individual goals and needs. While we strive to grow, we will never lose this perspective.
We take great pride in the fact that we help people acquire a more financially secure future based on their knowledge and expertise. Our clients are some of the best and brightest business people and entrepreneurs in this country. One of Equity Trust's distinguishing features is that we enable our clients to use their expertise and knowledge to plan for their future and their family's future. Click for information on educational services offered by our affiliate, Retirement Education Group, helping the independently-minded investor profit from the power of self directed IRAs.
We take the trust our clients invest in us very seriously. In turn, we guarantee a professional level of service based on that trust. Under no circumstance will any client information be sold, supplied, or made available to any third party. Information will only be provided when instructed by our clients, to facilitate their transactions.
We will always strive to do better. No matter how well we serve our clients, there is always some way in which we can improve. We resolve to listen to our clients first and foremost. By doing this we can come closer to achieving our ultimate goal of complete client satisfaction.
Guiding our pursuit of providing you with the best possible service and achieving our mission statement, Equity Trust follows nine core values. These core values form the foundation of Equity Trust Company and drive our business.
Equity Trust Core Values
1. We Are Innovators
We value creativity and forward thinking. The spirit of innovation allows us to constantly improve ourselves and our relationship with our clients. New ideas enable us to solve problems, improve our services, and bring ourselves closer to our clients. Our innovation drives everything from corporate change to our constant improvement of daily tasks.
2. Knowledge Is The Foundation Of Our Success
We believe that education is the cornerstone of our success. We do not have factories, machines, or inventory . . . knowledge is our product. By providing education to our clients, we can open their minds to the endless possibilities that are available to them; creating a bond that no competitor can break.
3. The Client Is Our Ultimate Boss
From the CEO to our part time employees, everyone answers to our clients. Each client has the ability to fire all of us by simply choosing to use one of our competitors. We understand and acknowledge the fact we must stay close to our clients. It is critical that we understand their needs. We are client oriented and have a caring, patient, and positive attitude towards our clients. They give us our direction and the opportunity to succeed.
4. We Make It Happen
We have a "get it done" attitude. We are passionate about seizing opportunities in every aspect of our business. Our company's foundation was built on drive and hard work. We are committed to keeping our foundation strong.
5. We Take Pride In Ourselves, Work, and Company
The foundation of quality is pride in ourselves and the work that we perform. We are driven by more than a paycheck. We strive to do things right because we believe that our work serves a critical role in the financial well being of our clients.
6. We Have Fun At What We Do
We constantly find ways to brighten our days, enlighten our minds, and support each other in what we do. We are positive, optimistic and enjoy our work environment. We believe that a smile and positive attitude are the best indicators of a healthy and harmonious atmosphere.
7. Reliability Is Our Ultimate Commitment
We understand that our clients depend on us and that reliability is our most important promise. Our clients can count on us. We are committed to their success and have a responsibility to ensure we are there for them.
8. We Are All On The Same Team
We ensure success through building lasting relationships with our clients and each other. We have established an environment where teamwork and collaboration are encouraged and celebrated. We believe that a partnership with our clients is created in every transaction.
9. Welcome Home
Equity Trust Company is more than a business . . .we are a family. We share the same goals, have the same values, and have long-term commitments with one another. We are here for each other in times of need and celebration.